Adam Recker

Adam Recker, CFA, CFP® has a strong background in the financial industry. Adam began their career at First Financial Bank in 2011, where they worked as an Investment Officer until 2017. Adam then joined The Mather Group, LLC as a Financial Planning Analyst in July 2017 and quickly progressed to the role of Portfolio Analyst in January 2018. In August 2019, they were promoted to Sr. Portfolio Analyst and in July 2020, they became the Director of Investment Management. Currently, Adam holds the position of Managing Director and Head of Equities at The Mather Group, where they oversee the Investment Management Department, assists Wealth Advisors in creating investment strategies for clients, and implements personalized investment solutions.

Adam Recker, CFA, CFP® earned their Bachelor's Degree in Finance from the University of Dayton in 2011. Adam obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2015 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the CFP Board in 2016. In 2022, they obtained the DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals.